IUSvsESMVETF Comparison
VS
ETF 2
ESMV
iShares ESG Optimized MSCI USA Min Vol Factor ETF
This fund is part of
US Low Volatility
-0.22%
Invesco RAFI Strategic US ETF (IUS) belongs to the US Multi-Factor segment. iShares ESG Optimized MSCI USA Min Vol Factor ETF (ESMV) is part of the US Low Volatility segment. IUS's top 3 sector exposures are Technology, Healthcare and Consumer Non-Cyclicals. In contrast, ESMV's top sector exposures are Technology, Healthcare and Finance. IUS is more expensive with a Total Expense Ratio (TER) of 0.19%, versus 0.18% for ESMV. IUS is up 24.26% year-to-date (YTD) with +$145M in YTD flows. ESMV performs worse with 13.02% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of IUS and ESMV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IUS vs ESMV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IUS ESMV | +3.02%+4.84% | +3.65%+4.77% | +24.26%+13.02% | +25.85%+12.66% | +91.10%+51.21% | +96.74%n/a |
| Flows | IUS ESMV | +$14M- | +$58M- | +$145M- | +$145M- | +$445M-$4M | +$484M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IUS ESMV | +8.19%+8.35% | +10.24%+8.87% | +12.63%+10.58% | +14.83%n/a |
| Max drawdown | IUS ESMV | -3.76%-4.53% | -6.17%-7.10% | -15.50%-12.08% | -18.81%n/a |
| Max drawdown duration | IUS ESMV | 41d54d | 61d81d | 131d423d | 457dn/a |
Trading data
IUS | ESMV | |
Last sale 10/29/2026 at 1:30 PM | $70.60 | $32.30 |
| Previous close 10/28/2026 | $70.28 | $32.23 |
| Consolidated volume 10/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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IUS | ESMV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/29/2026 at 1:30 PM
Live
Closed
IUS | ESMV | |
|---|---|---|
| Last price | $70.60 | $32.30 |
| 1D performance | +0.46% | +0.22% |
| AuM | $1.01 B | $8.06 M |
| E/R | 0.19% | 0.18% |
Characteristics
IUS | ESMV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Invesco | iShares |
| Benchmark | Invesco Strategic US Index | MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index |
| N° of holdings | 536 | 159 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 12, 2018 | November 4, 2021 |
| ESG | No | Yes |
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Exposure
Countries
IUS
USA
96.1%
Other
3.9%
ESMV
USA
93.7%
Other
6.3%
Sectors
IUS
Technology
27.78%
Healthcare
14.57%
Consumer Non-Cycl.
11.55%
Finance
10.1%
Industrials
8.59%
Energy
8.47%
Other
18.95%
ESMV
Technology
31.17%
Healthcare
14.37%
Finance
14.22%
Consumer Non-Cycl.
9.56%
Industrials
7.16%
Other
23.5%
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Diversification
IUS
Total weight of top 15 holdings out of 15
30.97%
ESMV
Total weight of top 15 holdings out of 15
22.2%
Top 15 holdings
Data as of August 31, 2026
IUS
Microsoft Corp.
3.96%
Apple, Inc.
3.95%
Alphabet, Inc.
3.46%
Amazon.com, Inc.
2.64%
Berkshire Hathaway, Inc.
2.59%
Meta Platforms, Inc.
2.36%
NVIDIA Corp.
2.18%
ExxonMobil Holdings Corp.
2.17%
Chevron Corp.
1.43%
UnitedHealth Group, Inc.
1.32%
AT&T, Inc.
1.08%
Verizon Communications, Inc.
1.05%
Johnson & Johnson
0.96%
Comcast Corp.
0.95%
General Motors Co.
0.89%
ESMV
ServiceNow, Inc.
1.73%
Microsoft Corp.
1.56%
NVIDIA Corp.
1.51%
Verizon Communications, Inc.
1.51%
The Bank of New York Mellon Corp.
1.51%
The Travelers Cos., Inc.
1.50%
Welltower, Inc.
1.49%
Vertex Pharmaceuticals, Inc.
1.47%
Motorola Solutions, Inc.
1.46%
The Williams Cos., Inc.
1.45%
Merck & Co., Inc.
1.45%
Palo Alto Networks, Inc.
1.41%
Mastercard, Inc.
1.41%
Applied Materials, Inc.
1.37%
The Coca-Cola Co.
1.35%
Frequently asked questions about IUS and ESMV
How have the IUS and ESMV ETFs performed in 2026?
As of October 28, 2026, IUS is up 24.26% year-to-date (YTD), while ESMV has returned 13.02%. That puts IUS better performer ahead so far this year.
Which ETF is attracting more investor money: IUS or ESMV?
Year-to-date, the IUS ETF saw +$145M in flows, compared to - for ESMV.
Which ETF is more volatile: IUS or ESMV?
Over the past year, IUS had a volatility of 10.24%, while ESMV experienced 8.87%.
Which ETF is bigger: IUS or ESMV?
As of October 28, 2026, IUS holds $1.01 B in assets under management (AUM), while ESMV manages $8.06 M.
What sectors do the IUS and ESMV ETFs invest in?
IUS leans toward sectors like Technology, Healthcare and Consumer Non-Cyclicals. Meanwhile, ESMV focuses on Technology, Healthcare and Finance.
What are the top holdings of the IUS ETF and ESMV ETF?
IUS top holdings include Microsoft Corp., Apple, Inc. and Alphabet, Inc.. ESMV holds in its top three: ServiceNow, Inc., Microsoft Corp. and NVIDIA Corp..
Which ETF is more diversified: IUS or ESMV?
IUS holds 536 securities with 30.97% of its assets in the top 15. ESMV has 159 securities and a top 15 weight of 22.2%.
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